Sales Advisor, Life Sciences & Healthcare - Innovation Banking

First Citizens Bank • Boston, MA

2d • Hybrid

About The Position

The Sales Advisor supports the Relationship Management Life Sciences and Healthcare Innovation Banking team with key initiatives and client onboarding. The role includes preparing reports, guiding clients through onboarding, tracking prospect and client usage trends, and helping sales teams prepare for client and prospect meetings.

The Life Sciences & Healthcare Innovation Banking team serves entrepreneurs, startups, and growth-stage, venture-backed companies with banking, lending, treasury management, and strategic advisory solutions. The Sales Advisor supports the team’s sales, relationship management, data, and administrative processes, including client-facing events and business development initiatives.

Requirements

• Bachelor’s degree, or a high school diploma or GED/equivalent plus 2 years of administrative or other professional experience.

Nice To Haves

• At least 2 years of administrative or other professional experience.
• Expertise in PitchBook and Outreach.io and ability to serve as the team’s primary resource for these tools.
• Bachelor’s degree.

Responsibilities

• Support the team in achieving core KPIs; build and maintain dashboards and provide KPI updates.
• Maintain data quality, dashboards, and pipeline information for Series A client acquisition and market-share goals; liaise with sales operations and CRM data stewards.
• Support production of client-facing events hosted by the Relationship Management team and coordinate pre- and post-event follow-up.
• Coordinate sales campaigns.
• Assist Relationship Management teams with client onboarding and ongoing maintenance, including client due diligence, regulatory, and information-completeness requests.
• Manage data sources and CRM information to identify top clients and prospects, potential cross-sell opportunities, and sales-process pain points.
• Prepare and aggregate relevant information for client calls and visits, enter meeting notes, and attend client meetings to take detailed notes.
• Assist Relationship Management teams with new business development opportunities and strategic initiatives.
• Develop and maintain an understanding of the company’s products to anticipate client needs.
• Build client and industry networks to gain competitive insights and best practices, and maintain professional relationships with clients and external stakeholders.
• Manage time and priorities, take ownership of processes, escalate issues when necessary, and adapt to changing demands and requirements.

Benefits

• The company describes its benefits program as competitive and designed to meet associates’ needs; details are available on its benefits website.
• Some roles may include variable incentives, bonuses, benefits, and/or other awards, as outlined in the offer of employment.

What This Job Offers

• Job Type: Full-time